Product Suggestions
ADD A NEW IDEA

All ideas

Showing 2666 of 2666

Mark those as Left Company as Unsubscribed in Mailchimp

Currently, when the user is marked as left company then the Subscribed Field is not altered. This means that Mailchimp will continue to send emails to invalid email addresses unless this is changed manually.
Guest over 1 year ago in  0

ID numbers always to generate in sequential order

Some users rely on the ID of records that have been created for the tracking of their records. There is no guarantee that these will always generate in sequential order due to reservations of quote of the ID fields in the DB. This is causing some ...
Guest over 1 year ago in CRM App 0

Default Size for Library files

When adding a picture to an email from the library, there is currently no way to add a default height/width, meaning you have to add this manually each time you make an email.
Guest over 1 year ago in  0

Quote template comments to carry over

If I use a quote template to create a new quote, I would expect the comments to be carried over, but they are not. Perhaps this is a bug?
Guest over 1 year ago in CRM App 0

Notes section on goals

A customer has requested an activity section within the goals section on both individual goals so you can log your reasoning for the target and make note of why you didn't meet it. Also customer suggested that the goals would be under sales
Guest over 1 year ago in  0

Search for "Mobile Phone Number" like "Phone Number" in global search

At the moment, you are able to search by Phone number but some customers may only have a Mobile phone or two different numbers. The global search functionality could be extended to include this field also.
Guest over 1 year ago in CRM App 0

Activity Note statusflag inconsistent with rest of CRM records

The Activity Note table contains a statusflag but this is labelled "Record State" in the CRM, and doesn't function the same as other statusflags i.e. you have to specify the exact statusflag codes manually as a letter. This should be a default fil...
Guest over 1 year ago in CRM App 0

Map the Web Catalogue field from Exchequer products to the CRM Product record

There is a field on Exchequer products called 'Include on Web', we should add mapping for this to the 'Web Catalogu' field on product records so this can be managed in Exchequer directly.
Guest over 1 year ago in Exchequer 0

Target capmaign activity contacts who did not open previous activity e-shot

It would be useful to some of our customer if they were able to add target contacts to a campaign activity based on who did not open a previous e-shot sent out to them. For example, if a group of customer had not even opened their previous e-shot ...
Guest over 1 year ago in Spotler 0

Company name changing and not updating

the company name is accidently being changed by team members and they system has not tracing or accountability t make this stop or retrain those who do it - also as the details dont sink when updating between unleashed and prospect we cant find th...
Guest over 1 year ago in Automation 1 Already exists